PUBLIC SECTOR NBFC
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%
The FPIs that were selling in the Indian market all these months mostly owned large-cap stocks. And as they sold them, it was that segment which bore the brunt of the selling. The same logic will operate in reverse as they start buying, focusing once again on the safer and more liquid large-cap stocks.
Kotak eyes ₹4,500 crore fundraise to deepen bets on India's real estate market
Kotak Investment Advisors plans to raise ₹4,500 crore through its 16th real estate fund. This fund will focus on investments across India's real estate market, encompassing residential and commercial properties. The fund will utilize both debt and equity while targeting institutional capital to enhance liquidity for developers. It aims to conduct multiple transactions primarily in major cities and select tier-II locations.
NBFCs eye rate hikes, higher fees to offset insurance income hit
Non-bank lenders and housing finance companies are expected to raise lending rates in response to proposed regulatory changes. This adjustment aims to offset potential income losses from caps on insurance distribution. Companies such as Bajaj Housing Finance and Home First Finance are considering changing their product mix and increasing fees. The Insurance Regulatory and Development Authority of India has proposed stringent commission cuts on credit-linked insurance products.
These large-, mid- and small-cap stocks can give more than 20% return in 1 year, according to analysts
Here’s one thing that is worth clarifying, because it is in the headlines. Large global technology companies have been announcing heavy spending on AI, and there has been some correction in those stocks because of it. It is natural to worry that this will spill over into the Indian market. It most likely will not.
Crude oil is the key to bringing FII money back to Dalal Street: Equirus AMC’s Ashutosh Tiwari
Foreign investors may return to Indian equities only if crude oil prices cool, according to Ashutosh Tiwari, managing director and chief investment officer—public equities at Equirus Asset Management. While valuations have corrected and earnings growth is expected to improve, rising oil prices have emerged as the key trigger behind renewed FII selling and remain the biggest hurdle to a sharper market re-rating.
Investments in emerging sectors rise, but bank and NBFC financing remain limited: Report
Emerging sectors like AI, semiconductors, and defence are attracting significant investments while bank lending is limited. The financing patterns vary, with AI and space primarily funded through equity. Risks such as technology obsolescence and payment delays impact the lending sector significantly. Banks are encouraged to develop specialized financing strategies to support these sectors effectively. Over the next few years, demand is expected to shift towards storage and defence-related investments.
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Parliamentary Committee on Finance to examine 46 economic issues, including virtual digital assets, AI, in FY'27
Parliament’s Standing Committee on Finance, chaired by BJP MP Bhartruhari Mahtab, has selected 46 subjects for examination in 2026-27, including artificial intelligence in finance, virtual digital assets, currency management and financial sector regulation.
5 stocks with consistent score improvement and upside potential of up to 29% in 1 year, according to analysts
Do not paint the whole market with one brush. Even in an extended fall like the current one, some parts of the economy still manage to hold up. And the surprise tends to come from the corner nobody was watching.
RBI governor reiterates listing requirement for top NBFCs as focus intensifies on Tata Sons
India's central bank governor said on Friday non-bank finance companies classified in the upper layer are required to list on the stock market, reiterating the Reserve Bank of India's stance on the listing of Tata Sons without commenting directly on the company.
RBI governor backs Tata Sons classification, says large NBFCs must follow listing norms
RBI Governor Sanjay Malhotra explains the need for Tata Sons to register as an upper-layer NBFC. Large NBFCs handling public funds are required to follow specific regulations, including mandatory listing. This classification stems from the systemic risks posed by financial leverage within group companies. Malhotra emphasizes the RBI's commitment to price stability and economic growth amidst stable inflation levels.
These large-, mid- and small-cap stocks can give more than 20% return in 1 year, according to analysts
There is really no doubt about what will happen in the short term. It is going to be tough. Trying to guess the exact day when things will improve is a waste of effort. But a frightened market is exactly when it helps to look the other way. Because markets go too far in both directions, not only the one that is hurting today.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up 32%, according to analysts
History tells us that there is no way you can time the markets or predict its movement. But one thing can certainly be said: If the macro matrix, which at this point of time is being determined by oil prices globally, stays disturbed, the bears will rule the street for some more time.
These large- and mid-cap stocks can give more than 20% return in 1 year, according to analysts
The next few weeks are critical, and one should not be in a hurry to make market-related decisions. Better to be cautious – to wait and watch. Let the picture become a little clearer before you act.
Fairfax's IDBI deal premium justified by strategic fit, scale: Analysts
Analysts believe this acquisition holds considerable potential, greatly enhancing Fairfax's branch network and deposit portfolio in India, paving the way for a diversified financial ecosystem.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%
A piece of advice for those who still have the stomach to invest in the current volatile market. Don’t take any price action as the gospel truth; look beyond the index movements. And, finally, be both cautious and selective in your stock picks.
Everyone looks at 2-wheelers and FMCG. Another set that feels the monsoon’s test: 6 stocks with upside potential of up to 33%
The monsoon is one influence on rural financial health. It is not a complete predictor of what a lender will earn. Whether good rain becomes money in the household’s hand depends on crop prices, irrigation, wages, government transfers, non-farm employment, and how much debt the household already has.Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
5 stocks with consistent score improvement and upside potential of up to 30% in 1 year, according to analysts
Keep a close watch on updates from FMCG companies, the cement sector, from real estate companies, especially about the commercial segment of those focused on South India. What they say will provide an idea of how things are panning out on the ground.
Surging bond yields likely to slash banks' treasury income
Banks are expected to report a nearly 60% decline in treasury income for the July-September quarter. Analysts predict treasury gains to decrease from ₹13,100 crore last year to ₹5,500 crore this year. Rising government bond yields have negatively impacted investment portfolios, leading to lower gains. Public sector banks will feel a more pronounced effect due to their larger government securities portfolios.
These mid-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
In the short term, be ready for volatility, and do not mistake the passing of one big event for an all-clear. In the long term, give up trying to guess when the storm will end. That is not something anyone can do.
RBI allows Sebi-regulated depositories to show bank deposit details in consolidated A/C statements; what it means for you
The RBI announced measures to enhance customer convenience, including allowing SEBI-registered depositories to include bank deposit details in consolidated account statements (CAS) and enabling interoperability among NBFC-Account Aggregators. Both measures will be operational by December 31, 2026. The central bank also announced a Technical Consultative Committee for Financial Markets to strengthen engagement with market participants and stakeholders.
Banks vs NBFCs: Which stocks could benefit as RBI eyes rate hike for first time in 3 years?
The RBI’s expected first rate hike in three years could have a mixed impact on banks and NBFCs. While higher funding costs may pressure NBFC margins, lenders with floating-rate assets and strong liquidity could benefit. Brokerages favour HDFC Bank, ICICI Bank, Kotak Mahindra Bank, Bajaj Finance and Tata Capital.
Stock Radar: Engineers India stock hits fresh record high in September after decisive breakout; time to buy?
Engineers India Ltd broke out from two years of consolidation to reach a record high in September 2026. The company's stock has risen more than 11% in a month and over 30% in the last three months. Analysts suggest that short-term traders can consider buying the stock for potential targets above 330 levels. The technical setup indicates strong bullish momentum and potential upside towards 335 to 345 levels.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 20%
In times like these, the market will have its green and red days. What matters, however, is not the colour of a single day, but the things underneath it: The central bank, the fund flows, and, above all, corporate earnings. Watch those, stay patient, and forget the daily noise.
RBI remains cautious on crypto, backs underlying technology: Governor Sanjay Malhotra
India's cautious approach towards cryptocurrencies emphasises the importance of underlying technologies like distributed ledger and tokenisation. RBI Governor Sanjay Malhotra expressed concerns regarding monetary sovereignty and its effects on capital flows. While domestic payments are efficient, challenges remain in cross-border transactions, which may benefit from central bank digital currencies. The rising public debt and bond yield movements reflect the increased spending attributed to artificial intelligence.
5 stocks with consistent score improvement and upside potential of up to 33% in 1 year, according to analysts
In its latest downturn phase, the market has been falling for close to a month-and-a-half, with only the occasional bounce. In a stretch like this, you may get a sharp upmove caused by short covering, where traders who had bet on a fall buy back to close their positions, pushing prices up for a while. Do not mistake such a bounce for an end to the current troubles.
These large-, mid- & small-cap stocks can give more than 20% return in 1 year, according to analysts
Oil prices are still up, and so are bond yields, both in the US and in other major markets. And fresh troubles seem to crop up somewhere or the other in the world. That is the reality, and there is no use pretending otherwise. The fact remains that we are living in a world where there is a readjustment taking place. And that is always painful.
Credit card dues, consumer durable loans slow as gold loans surge; RBI data shows shift to secured borrowing
Indian households are increasingly opting for secured loans, particularly against gold, which surged significantly. Credit card dues and consumer durable loans have shown minimal growth, reflecting a shift in borrowing behavior. Personal loans continue to grow, contributing substantially to overall bank credit, which rose markedly. Loans against gold jewellery increased substantially in percentage terms, likely aided by a favorable base effect.
Will RBI rate hikes intensify selloff in bank stocks? Analysts explain why fears may be overdone
Bank shares have endured steep declines as investors brace for imminent interest rate hikes from the RBI. Some analysts suggest that the recent selloff may be excessive, presenting an opportunity to pick up quality stocks at lower prices. The forthcoming Monetary Policy Committee meeting will clarify the scope of any rate changes. Although there are immediate margin concerns, the overall asset quality in the banking sector remains stable.
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